Meet Vella. Your Vlocity Virtual Insurance Agent

Vlocity Leverages Salesforce IoT to Offer a Modern and Consumer-friendly Approach to Personalized Insurance

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Proactively Retain and Expand Insurance Accounts

Quickly see the value of your insurance book-of-business, drive proactive renewals, and identify additional policy/plan needs.

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Optimize the New Policy/Plan Acquisition Process

Streamline the processes for insurance product advice, eligibility determination, application intake and product configuration

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Realize Omnichannel Delivery

Deliver policy/plan acquisition and lifecycle events seamlessly through optimized mobile apps, customer portals, producer portals, and employee-facing sales/service solutions.

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Industry Cloud Apps For Insurance & Financial Services

Intelligent Agent

Proactive, Consultative Relationships through Dynamic Profiling and Offers

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Digital Quoting

Agile Rating, Product Management and Quoting for the new Digital Middle Office

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OmniChannel Service

Guided Services Transactions to Configure Once, and Deploy Everywhere

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Digital Brokerage and Wholesaling

Streamlined Appointments, Quoting, and Servicing via Broker Portal and Mobile Sales

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Vlocity Debuts Vella, A Virtual Agent Delivering Highly Personalized Insurance Experiences

Vlocity Insurance & Financial Services Cloud supports multiple insurance lines of business via industry standard processes.

Ask the Experts

Vlocity’s team of industry experts brings decades of experience delivering customer relationship management systems for global insurance providers. We are happy to answer any questions you might have.  Please reach out to our experts via the forms below.

Raja Singh

Head of Products Ask Raja

Todd Sears

Product Management Ask Todd

Dominic LauQuan

Digital Interactions Ask Dominic

Liz Marshall

Product Marketing Ask Liz

Dave Orrico

Head of Americas Sales Ask Dave

Dennis Chookaszian

Advisory Ask Dennis

David Wroe

Advisory Ask David

Ecosystem of Vlocity Insurance & Financial Services Partners